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Basis Reporting For Estates

Basis Reporting For Estates

By Trust and Estates Attorney Kerri Castellini On July 31, 2015, H.R. 3236, the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 was signed into law.  A provision of the bill that has caused great anxiety among estate planners and accountants was a requirement that executors or personal representatives of an estate that is required to file a Federal esta...

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Saving For College: Benfits of a 529 Plan

Saving For College: Benfits of a 529 Plan

By Trusts and Estates Attorney Kerri Castellini The cost of college tuition for both public and private institutions is on the rise.  According to www.savingforcollege.com, the cost of 2033 freshman tuition will likely range from $100,000 to $300,000 depending on the institution.  With many parents still pay...

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When It’s Too Late: Planning For Emergency

When It’s Too Late: Planning For Emergency

By Trusts and Estates Attorney Kerri Castellini I often receive calls from friends and family members of a loved one who recently suffered a catastrophic occurrence, such as a serious medical emergency or an accident.  Either the friend or family member hopes that we can assist them with drafting a durable power of attorney or medical power of attorney so that financial and medical de...

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